ABOUT USPRODUCTSNEWSCONTACT

Looking for the GoalMine?

For detailed information about GoalMine or to sign up for our public beta please visit the site.

GO TO THE SITE

© 2011 Gratio Funds and Gratio Capital, 1235 Howard Street, Suite D, San Francisco, CA 94103   See important legal disclosure information and conditions of use.  Advisory services and securities:This Internet communication is limited to the dissemination of general information about the services provided Gratio Capital. This Internet communication does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction. Responses to any inquiry which may involve rendering of personalized investment management for compensation effecting or attempting to effect transactions in securities will not be made absent compliance with state broker-dealer, investment advisor, broker-dealer agent or investment advisor representative registration requirements, or applicable exemptions or exclusions from such requirements.

  

Our Products

   

  

                                            The simple, social way to save and invest

GoalMine is a unique investment product that gives all consumers, regardless of income level or investing knowledge, an easy and low-cost way to build towards their financial goals. Unlike traditional saving and investing products - which often either deliver low rates of return or have high entry costs and are difficult to understand - GoalMine levels the playing field by making investing affordable, understandable, and social. GoalMine will be introduced in 2010. For more information, visit www.goalmine.com 

  

  

Traditional Mutual Funds

In addition to building asset building products for the underserved, Gratio Capital also acts as the investment advisor to the Gratio Values Fund, a domestic equities-focused value investing mutual fund that was recently recognized as the top-performing small-cap core equity mutual fund by the WallStreet Journal June 2009 rankings.  For more information about the fund, please see the Gratio Values Fund website.